Wayne D. Moss, CFP®
Wayne has spent his entire career of nearly 20 years serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at Homrich Berg that assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized investment strategies, retirement transition planning, individual income tax planning, estate planning and executive compensation. Wayne has led client service teams in advising Fortune 500 corporate officers, entrepreneurs and individuals who have experienced sudden wealth (inheritance, lottery, business liquidity, divorce, etc.).
Wayne joined Homrich Berg in 2008 and is a CERTIFIED FINANCIAL PLANNER TM practitioner. He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). He graduated Cum Laude from Shorter University in Rome, GA with a degree in Finance and a minor in Economics.
An active member of his community, Wayne has served as the President of the Rotary Club of Woodstock and currently acts as the club Treasurer. He is very involved with many local organizations in Cherokee County which include the Must Ministry Cherokee Summer Lunch Program and Give a Kid a Chance.
Wayne and his wife April reside in Cherokee County with their two daughters. They are active members of their church and enjoy spending time traveling and staying involved in their children’s activities.